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CPQ Software with CRM (2026) - Page 2

Last updated: March 2026

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118 software options

ConnectWise CPQ logo

Quote. Propose. Close.

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ConnectWise CPQ (formerly ConnectWise Sell) increases quoting volume and wins. Integrated with top CRMs, automated workflows keep data visible, reporting simple, and get you to “yes” faster.

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Sofon Guided Selling logo

Guided Selling Software

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Sofon helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations

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Texada logo

Texada: Your Partner for Smarter Equipment Management

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Texada SalesLink: Revolutionizing CRM for equipment dealerships with industry-specific features, centralized customer data, optimized sales, and superior after-sales service, driving seamless operations, increased revenue, and enhanced customer satisfaction.

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iQuoteXpress logo

For sales proposals & product and pricing configuration

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For SMBs and enterprises, there is better fit and no better value than iQuoteXpress. Automate your sales proposal process and save as much as 70% on the time and costs tied to building, sending, and tracking sales quotes. Integrate with any CRM or ERP, with Shopify, and more.

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MiClient logo

Business proposal management solution for service providers

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MiClient is a cloud-based proposal management solution which assists companies in the service sector with client on-boarding and payment processing. The key features include template customization, invoicing, project progress tracking, lead nurturing, accounting, conversion tracking and reporting.

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Expedite Commerce logo

Managing the Buying Journey with AI

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Expedite Commerce CPQ is an advanced quote-to-cash solution that enables quick, accurate, and highly configured quotes for sophisticated B2B businesses. It comes with powerful features like guided selling and dynamic 3D visualization, is quick to deploy, and demands no coding.

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OneBill logo

Lead to Revenue Redefined

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OneBill is a revenue management software that provides businesses with tools to streamline subscription management and billing processes. It enables to manage administrative operations, including automated order provisioning & activation, CPQ, revenue reporting, commission management, etc.

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Professional Services Cloud logo

Certinia PS Cloud

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Certinia PS Cloud keeps projects on time and profitable, customers happy, and reports up to date with this professional services solution on the Salesforce platform.

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Epicor CPQ logo

The Leading CPQ for Complex Configurable Products.

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Epicor CPQ simplifies the process of ordering complex, custom products. It lets sales reps, partners, and online customers configure, price, and order anytime, anywhere. It auto-generates proposals, 3D/AR visuals, CAD drawings, and BOMs, improving speed, accuracy, and the customer experience.

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TakeOff Estimates and Reports 4.0 logo

CRM software for freelancers and businesses

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TakeOff is a customer relationship management (CRM) software designed to help freelancers and businesses handle reports, estimates, budgets, travel accounting, proposals, goals, and more on a unified platform. Administrators can create quotes using existing cards and monitor opportunities.

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Apparound logo

The all-in-one digital solution for your sales force

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Apparound is the all-in-one sales tool that digitize, accelerate and manage the entire sales journey, from the presentation of marketing materials to the configuration and collection of the order.

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Salesbook logo

Customizable sales tool for mobile sales teams

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Salesbook is an innovative presentation tool for mobile sales teams. With Salesbook, your team can analyze customer needs and present a customized solution in the field so customers can try it instantly.

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QuoteCloud logo

QuoteCloud: Where Quotes Soar, Business Thrives!

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Supercharge your business with QuoteCloud – the ultimate solution for effortless quoting, unlimited document creation, eSignatures, and more. Elevate your sales process and conquer the competition with QuoteCloud today!

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CIS Configurator logo

Web-based CPQ solution for small businesses

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CIS Configurator is a web-based CPQ (configure, price and quote) solution with integrated tools for building flexible quotations and automating sales processes

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Rootstock Manufacturing ERP logo

Manufacturing cloud ERP software for mid-market businesses

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Cloud-based ERP solution for mid-market manufacturing & supply chain organizations. Built on the Salesforce Platform, connect sales (CRM), Rootstock ERP, Service (Service Cloud), and more for optimal enterprise-wide scalability over time using a singular data model.

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XaitCPQ logo

CPQ Software; quote large, complex projects in minutes.

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Start creating error-free product and/or services quotes way faster - without the risk - and prepare to scale for growth. XaitCPQ customers reduce time to quote by 50% and respond to 65% more requests.

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Clarity Software logo

Modular management information system for businesses

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Clarity is a powerful CRM, MIS, quoting, production, stock, deliveries and invoicing engine, all rolled into one easy-to-use system.

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Planview ChangePoint logo

Professional services automation software for PSOs and ESOs

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Planview Changepoint is an end-to-end professional services automation solution for services-first businesses to streamline quote-to-cash and drive profitability.

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Hive CPQ logo

Spend less time quoting and more time selling with Hive CPQ

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Boost your sales with Hive’s Configure Pirce Quote platform for manufacturers of complex products. It is a powerful and user-friendly solution that empowers sales reps, distributors, and end customers to configure products in 3D, view real-time pricing, and generate error-free quotes.

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Conga CPQ logo

Deliver accurate quotes more quickly & create smarter deals.

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Conga CPQ streamlines complex product and service configurations, enabling sales teams, partners, and customers to generate accurate quotes and smarter deals using real-time product and pricing data driving efficiency and revenue growth.

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bit2win CPQ logo

Automate config, quote, orders, sales & marketing processes.

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Bit2win CPQ enables sales and marketing organizations to automate and optimize quote creation and orders capture. Built natively on Salesforce Bit2win is now also supporting other CRM systems and is cross Cloud platform solution.

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Elfsquad logo

CPQ designed to connect sales & production processes

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Elfsquad is a cloud-based CPQ (configure, price, quote) solution designed to help businesses automate pre-production processes and customize products according to client requirements. Users can generate personalized brochures and documents with product information, pricing, images, and more.

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servicePath CPQ+ logo

AI-native CPQ and RLM platform for tech-enabled enterprises

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servicePath™ CPQ+ is an AI-native configure, price and quote (CPQ) software designed to simplify complex quoting. The platform includes requirements wizards to capture customer needs, automatic matching of preset solution components with customer requirements, and automated workflows for approvals.

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EASA logo

Convert macro/VBA enabled spreadsheets into secure web apps

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Converts existing, complex macro/VBA enabled Excel spreadsheets into secure and remotely browser accessible web apps (including from mobile devices) eliminating Excel chaos. Operates on-prem or cloud

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LEEGOO BUILDER logo

Efficient proposal preparation for complex products

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The CPQ software LEEGOO BUILDER supports you in product configuration, calculation and proposal preparation. The flexibly adaptable standard software is primarily designed to meet the requirements of mechanical engineering, special machinery and plant engineering.

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